Oct 28, 2010 ... This document may not, in whole or in part, be copied, photocopied, reproduced,
translated or reduced to any electronic medium or machine ...
Cloudmark Server Edition Installation Guide
© 2001-2010 Cloudmark, Inc. All rights reserved. Cloudmark, the Cloudmark logo, and other trademarks, service marks, and designs are registered or unregistered trademarks of Cloudmark, Inc. and its subsidiaries in the United States and in foreign countries. Other brands and products are trademarks of their respective holders. All product information is subject to change without notice. All examples with names, company names or companies that appear in this guide are fictitious and do not refer to, or portray, in name or substance, any actual names, organizations, entities or institutions. Any resemblance to any real person, organization, entity or institution is purely coincidental. While every effort has been made to ensure technical accuracy, information in this document is subject to change without notice and does not represent a commitment on the part of Cloudmark, Inc. Cloudmark makes no warranties with respect to this documentation and disclaims any implied warranties of merchantability and fitness for a particular purpose. Cloudmark shall not be liable for any errors or for incidental or consequential damages in connection with the furnishing, performance or use of this manual or examples herein. This document may not, in whole or in part, be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine readable form without prior consent in writing from: Cloudmark, Inc. Headquarters 128 King Street, 2nd Floor San Francisco, CA 94107 USA
Cloudmark Europe Ltd. Garrick House 26-27 Southampton Street London WC2E 7RS England
Cloudmark Asia Pacific 45/F The Lee Gardens 33 Hysan Avenue Causeway Bay Hong Kong
Cloudmark Japan Ltd. Akasaka Office Heights 131 4-13-5 Akasaka Minato-ku Tokyo 107-0052 Japan
Cloudmark Asia Ltd. 16/F Gemdale Plaza Tower A NO.91 Jianguo Road Chaoyang District Beijing 100022 China
Cloudmark Paris 41 Boulevard des Capucines 75002 Paris
Cloudmark Australia Level 26 44 Market Street Sydney, NSW 2000 Australia Cloudmark Server Edition version 1.0 Last modified: October 28, 2010
Contents
Before you install . . . . . . . . . . . . . . . . . . . . . . .1 Setting up a Windows user account for CSE . . . . . . . . . . . . . . 1 Creating a new user for CSE on Windows 2000 or 2003 . . . . . . . 1 Creating a new user for CSE on Windows 2008 . . . . . . . . . . 3 Adding the CSE user to the appropriate groups. . . . . . . . . . 4 Granting Exchange Server administrative rights to the CSE user account . . . 5 Granting administrative rights on Exchange 2000 or 2003 . . . . . . 5 Granting administrative rights on Exchange 2007 . . . . . . . . . 6 Granting administrative rights on Exchange 2010 . . . . . . . . . 6
CSE installation . . . . . . . . . . . . . . . . . . . . . . . .7 System requirements . . . . . . . . . . . . . . . . . . . . . . 7 Installing CSE . . . . . . . . . . . . . . . . . . . . . . . . . 7
Administration Console installation
. . . . . . . . . . . . . . . .8
System requirements . . . . . . . . . . . . . . . . . . . . . . 8 Installing the Administration Console . . . . . . . . . . . . . . . . 9
iii
Contents
iv
Cloudmark Server Edition Installation Guide This Installation Guide provides instructions for installing Cloudmark Server Edition. You can install Cloudmark Server Edition (CSE) and its Administration Console on the same host or on separate hosts.
Before you install You must perform these tasks before installing CSE or the Administration Console: • “Setting up a Windows user account for CSE” below • “Granting Exchange Server administrative rights to the CSE user account” on page 5
Setting up a Windows user account for CSE There are two steps for setting up the Windows user account for CSE: 1 Create a new user for CSE. • “Creating a new user for CSE on Windows 2000 or 2003” below • “Creating a new user for CSE on Windows 2008” on page 3 2 “Adding the CSE user to the appropriate groups” on page 4
Creating a new user for CSE on Windows 2000 or 2003 TO
CREATE A NEW USER FOR
CSE
1 From the Start menu, select Programs > Administrative Tools > Active Directory Users and Computers. The Active Directory Users and Computers window appears.
1
Cloudmark Server Edition Installation Guide
Chapter 1
2 From the Action menu, select New > User. The New Object - User window appears. 3 Enter information for the new CSE user: • first name • last name • full name, if different from first name plus last name • logon name It is suggested that you choose names that indicate that this is the CSE user, usually CSEAdmin. 4 Click Next. The password screen appears. 5 Enter the new user’s password, twice. 6 Select “Password never expires”. This prevents the server from suddenly failing to start due to an expired password.
!
Do not select “User must change password at next logon” or “Account is disabled”. These options are not compatible with CSE. 7 Click Next. 8 Verify that “Create an Exchange mailbox” and the correct server and mailbox store are all selected. 9 Click Next. The next screen displays the information you entered. 10 If the information you entered is correct, click Finish.
!
Exchange 2003 users only: Never enable the Hide from Exchange address list option (located in the Exchanged Advance tab of the User Properties window) for the CSE user account. This option prevents CSE from functioning.
2
Before you install
Chapter 1
Cloudmark Server Edition Installation Guide
Creating a new user for CSE on Windows 2008 TO
CREATE A NEW USER FOR
CSE
1 From the Start menu, select Programs > Administrative Tools > Active Directory Users and Computers. The Active Directory Users and Computers window appears. 2 From the Action menu, select New > User. The New Object - User window appears. 3 Enter information for the new CSE user: • first name • last name • full name, if different from first name plus last name • logon name It is suggested that you choose names that indicate that this is the CSE user, usually CSEAdmin. 4 Click Next. The password screen appears. 5 Enter the new user’s password, twice. 6 Select “Password never expires”. This prevents the server from suddenly failing to start due to an expired password.
!
Do not select “User must change password at next logon” or “Account is disabled”. These options are not compatible with CSE. 7 Click Next. The next screen displays the information you entered. 8 If the information you entered is correct, click Finish. 9 Create a mailbox for the new user, as follows: a Open the Exchange Management Console. b Select Recipient Configuration. c In the Action pane, select New Mailbox.... The New Mailbox wizard appears. d Select User Mailbox.
Before you install
3
Cloudmark Server Edition Installation Guide
Chapter 1
e Click Next. f Select “Existing users”. g Click Add.... h Select the CSE user. i
Click OK.
j
Click Next.
k Click Browse and select the mailbox database for this mailbox. l
Click Next. The mailbox Configuration Summary appears.
m Click New. The wizard creates the new mailbox. n Click Finish.
Adding the CSE user to the appropriate groups This procedure varies, depending on whether CSE is running on a domain controller. Follow the procedure below. TO ADD
THE
CSE USER
1 From the Start menu, select Programs > Administrative Tools > Active Directory Users and Computers. The Active Directory Users and Computers window appears. 2 In the Users list, double-click the CSE user. The Properties window appears. 3 Click the Member Of tab. 4 Click Add. The Select Groups window appears. 5 Select or enter the Domain Admins group. On Windows 2000 or 2003, click Add. 6 Click OK in the Select Groups window. 7 Click OK in the Properties window.
4
Before you install
Chapter 1
Cloudmark Server Edition Installation Guide
Granting Exchange Server administrative rights to the CSE user account The CSE user account must have administrative rights to the Exchange Server. This section provides instructions for doing this with different versions of Exchange: • “Granting administrative rights on Exchange 2000 or 2003” below • “Granting administrative rights on Exchange 2007” on page 6 • “Granting administrative rights on Exchange 2010” on page 6
Granting administrative rights on Exchange 2000 or 2003 TO
GRANT ACCOUNT
EXCHANGE SERVER ADMINISTRATIVE RIGHTS TO
THE
CSE USER
1 From the Start menu, select Programs > Microsoft Exchange > System Manager. 2 Right-click the name of the Exchange server to display the pop-up menu. 3 Select Delegate Control to launch the Exchange Administration Delegation Wizard. 4 Click Next. 5 On the Users or Groups page, click Add. The Delegate Control window appears. 6 In the Group or User text box, specify the name of the CSE user account. 7 From the Role list, select Exchange Administrator. 8 Click OK. 9 Click Next. 10 Click Finish to exit the wizard. When you exit the wizard, a dialog box notifies you that, to fully administer an Exchange server, the CSE user account must be an administrator of the local machine. 11 Click OK to dismiss this prompt.
Before you install
5
Cloudmark Server Edition Installation Guide
Chapter 1
Granting administrative rights on Exchange 2007 TO GRANT EXCHANGE SERVER
ADMINISTRATIVE RIGHTS TO THE
CSE USER
ACCOUNT
1 Launch the Exchange Management Console. 2 Right-click on Organization Configuration to open the pop-up menu. 3 Select Add Exchange Administrator…. The Add Exchange Administrator wizard appears. 4 Enter the username of the CSE user. 5 Select “Exchange Organization Administrator role”. 6 Click the Add button. 7 When the Add Exchange Administrator wizard finishes adding the CSE user, click Finish.
Granting administrative rights on Exchange 2010 TO GRANT EXCHANGE SERVER
ADMINISTRATIVE RIGHTS TO THE
CSE USER
ACCOUNT
1 Launch the Exchange Management Console. 2 Under your Microsoft Exchange server, click the Toolbox. 3 Double-click Role Based Access Control (RBAC) User Editor. The Outlook Web App opens in the default browser. 4 Enter the login and password for a user who has administrator privileges. 5 Click Sign In. The Exchange Control Panel appears. 6 Click the Administrator Roles tab. 7 Click the Organization Management role group. 8 Click Details. The Organization Management window appears. 9 Under Members, click Add.... 10 In the user list, select the CSE user you created. 11 Click “Add ->”. 12 Click OK.
6
Before you install
Chapter 1
Cloudmark Server Edition Installation Guide
13 Click Save. The CSE user now appears in the Members list for the Server Management role group.
CSE installation • “System requirements” below • “Installing CSE” below
System requirements Component
Minimum Requirements
Processor
Intel Pentium or compatible, 733 megahertz (MHz) or higher
Memory
256 megabytes (MB) RAM; 512 MB recommended
Operating system
Microsoft Windows Server 2000 Microsoft Windows Server 2003 (32 or 64 bit) Microsoft Windows Server 2008 (32 or 64 bit) Microsoft Windows Small Business Server 2000 with the latest service packs installed Microsoft Windows Small Business Server 2003 (32 or 64 bit) with the latest service packs installed Microsoft Windows Small Business Server 2008 (32 or 64 bit) with the latest service packs installed
Mail server
Microsoft Exchange Server 2000, 2003, 2007, or 2010, with the latest service packs
Hard disk
20 MB for CSE software; 200 MB on the primary hard drive
Activation code
Issued by either Cloudmark or your vendor when you acquired the CSE software
Installing CSE TO
INSTALL
CSE
1 Create a user for CSE, with an Exchange mailbox. 2 Add the CSE user to the Domain Admin group. 3 Grant Exchange Administrator rights to the CSE user, in the Exchange System Manager.
CSE installation
7
Cloudmark Server Edition Installation Guide
Chapter 1
4 Shut down CSE, if an old instance is running. 5 Run the CSE installation program and follow its prompts. If you also want to install the Administration Console on this host, select it on the Select Features screen. Otherwise, install it separately as explained at right. 6 If running Exchange 2007 or Exchange 2010, download MAPI/CDO from Microsoft: http://www.microsoft.com/downloads/ details.aspx?FamilyID=94274318-27c4-4d8d-9bc5-3e6484286b1f
Install it on your Exchange server and the CSE server, if it is different than the Exchange server.
Administration Console installation • “System requirements” below • “Installing the Administration Console” on page 9
System requirements
8
Component
Minimum Requirements
Processor
Intel Pentium or compatible, 733 megahertz (MHz) or higher
Memory
128 megabytes (MB) RAM
Operating system
Microsoft Windows 2000 Professional Microsoft Windows Server 2000 Microsoft Windows Server 2003 (32 or 64 bit Microsoft Windows Server 2008 (32 or 64 bit) Microsoft Windows Small Business Server 2000) with the latest service packs installed Microsoft Windows Small Business Server 2003 (32 or 64 bit) with the latest service packs installed Microsoft Windows Small Business Server 2008 (32 or 64 bit) with the latest service packs installed Microsoft Windows XP Professional (32 or 64 bit) with the latest service packs installed
Hard disk
5 MB
Administration Console installation
Chapter 1
Cloudmark Server Edition Installation Guide
Installing the Administration Console TO
INSTALL THE
ADMINISTRATION CONSOLE
1 Run the CSE installation program and follow its prompts. 2 On the Select Features screen, select the Administration Console.
Administration Console installation
9
Cloudmark Server Edition Installation Guide
10
Administration Console installation
Chapter 1
